How to Conduct a Year End Money Review Together

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Looking to build wealth together? Learn how you two can do a money review quickly and easily. Get the tools we love and use!

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Year End Money Review

How often do you two review your money? We have a monthly check-up as a part of our money dates just to make sure things are alright.

With the year winding down, my husband and I are reviewed our numbers for 2016.

It’s a way for us to not only see how things went with our money, but it’s gives us a chance to start brainstorming on how we can make the next year better.

When we were in thick of our dump our car loan phase we were tight with our expenses to speed up the pay off date. I’d even share them on the site.

The accountability made a huge difference of reaching our goals. If you haven’t done one, try it. And if you’re not sure how, we’ll show in today’s show.

Thank You to Our PartnersLooking to build wealth together? Learn how you two can do a money review quickly and easily. Get the tools we love and use!

Support for this podcast comes from partners like Personal Capital. Easy to set up & easy to use. You can have all your investments, income, and expenses all pulled into one place.

Did I mention it’s free? Why don’t you give Personal Capital a try today?

Support for this podcast also comes from Divvy Investments. If you’re looking for an easy way to help keep your portfolio on target for retirement without having to link your accounts to yet another service, check out Divvy. Listeners can get a 10% discount; use the coupon code, “Couplemoney”.

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. I also want to thank Lee Rosevere for music in this episode.

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